Assigning articles and terms to questions and answers

When using a question (or its answer) during the interview process, you can assign one or more articles and terms to the question.

Read the following guidelines before assigning an article and terms to a question:

  • Before you can release the contract, the question that the article is attached to must contain an answer.

  • The same article cannot be attached to a question more than once.

  • If you delete the last term for an article, the article is also deleted.

The question and answer to which you want to attach an article must already exist.

To assign an article to a question and its answer

  1. Access Setup > Questions.
  2. Select a question to which you want to assign an article.
    Note: 

    Before you can assign an article to a question, the question must be set up to be used in an interview. The question must also have an assigned contract type and contract classification and be active.

  3. Add an article.

    The article's associated terms and conditions are also assigned.

    Note: 

    To view the article's terms and conditions, select the article title and its terms display below. To view the description of the term, click the term title.

    1. For Text, Number, and Date response types, click Terms > Helper List.

      Select an article and click Attach To Question or Answer.

    2. For List response types, click List Answers and select an answer to add an article.

      Click Terms > Helper List, select an article, and click Attach to Question or Answer.

    3. For Yes No response types, click Yes No Answers and select an answer to add an article.

      Click Terms > Helper List, select an article, and click Attach to Question or Answer.

    4. For Yes No Text response types, click Yes No Text Answers and select an answer to add an article.

      Click Terms > Helper List, select an article, and click Attach to Question or Answer.